Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$280K Buy
4,432
+650
+17% +$41K ﹤0.01% 517
2025
Q1
$260K Buy
3,782
+1,315
+53% +$90.4K ﹤0.01% 518
2024
Q4
$145K Buy
2,467
+295
+14% +$17.4K ﹤0.01% 658
2024
Q3
$139K Buy
2,172
+614
+39% +$39.4K ﹤0.01% 669
2024
Q2
$67.8K Sell
1,558
-218
-12% -$9.49K ﹤0.01% 916
2024
Q1
$88.5K Buy
+1,776
New +$88.5K ﹤0.01% 735